Realty Income: "I still think it's a buy."
Kyndryl: "I like Kyndryl...I think that Martin Schroeter is doing a pretty darn good job."
Confluent: "I wish they hadn't talked so positively at the beginning of the call...but, I will say, I don't think it was worth down 40. It's just not that bad a company."
SiTime: "This is a tougher one. This is one I'm going to say I need to do more on."
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